Ali Kani: Nvidia’s multipronged automotive strategy
Shift: A podcast about mobility
Automotive News
4.6 • 37 Ratings
🗓️ 22 March 2026
⏱️ 45 minutes
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| 0:00.0 | Hello and welcome to the Automotive News Shift podcast, where we bring you the latest on automotive technology, trends, and transformation. |
| 0:12.5 | I'm Molly Boygan, tech and innovation reporter at Automotive News. My guest today is Ali Connie, VP of Automotive at Invidia, whom I spoke to inside of a moving |
| 0:24.0 | Nvidia-powered Level 2 autonomous vehicle. We spoke about how Nvidia's automotive strategy revolves |
| 0:30.3 | around three computers and why he's not sweating it if customers don't end up using all three. |
| 0:35.8 | We have customers like Tesla who says to us, we don't need any of your help for the chip in the car, the operating system or the models in the car. We got that. But I need your help for training. But first, let's talk about the week. For that, I'm joined by my colleague on the other side of the microphone, Jake Neer, who leads our podcast operations here at Automotive News. Hi, Jake. |
| 0:57.8 | Hey, Molly. It's been a busy week, especially for you, it sounds like. |
| 1:01.8 | Yes, it has been a busy week. So I am in San Jose, California, in the heat wave for Nvidia GTC, the big AI conference here. |
| 1:13.1 | And yeah, it's been, it's been an interesting week of catching up with all the different automotive folks at Nvidia and learning |
| 1:18.8 | more about what the company's up to. Sounds great. And I would love to be in that San Jose weather, |
| 1:24.5 | whether it's a heat wave or not sitting here in Michigan. Yes, very true. I should |
| 1:27.8 | not complain. All right. So it was really interesting hearing some of your conversations from |
| 1:34.9 | Nvidia GTC this week, especially, you know, you actually got a question in to Jensen Huang, |
| 1:42.2 | NVIDIA's CEO about the automotive industry as an end market, despite |
| 1:47.6 | it making up only 1% of the company's revenue. We played a little bit of that. In fact, we played |
| 1:53.2 | his response, his extensive response to your question on Daily Drive this week, the Daily Drive |
| 1:58.1 | podcast, for those of you who don't know, another one that we do |
| 2:00.9 | here at Automotive News. But what did you learn from his response to that question? Because it was a good |
| 2:06.4 | one is like, okay, you're only spending, you're only getting like 1% of revenue. Why are you still so |
| 2:11.4 | gung ho about automotive? Yes, and he is gung ho about automotive and the company is gung ho about |
| 2:17.4 | automotive. |
| 2:18.1 | Earlier that day, a reporter had asked him what problem he was most excited for AI to solve, |
| 2:23.5 | and he said autonomous vehicles. |
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